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Advising Clients on Irrevocable Medicaid Trusts: 4 Focus Areas

Advisors need to consider many client-specific priorities and circumstances when assessing this approach.
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Plan Offers Stability for Anxious Families Planning for College Expenses

Private College 529 Plan provides advisor clients with a price-lock guarantee and a choice of nearly 300 schools.
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Maximizing Tax Benefits By Bunching Charitable Contributions

Help clients use both the standard deduction and itemized deductions.
College Planning

At 85, New Graduate Is Still Learning and Persevering

After a full, rewarding career, he retired and went on to pursue a degree at Rutgers, the university he dropped out of 60 years earlier.
Practice Management

Summer Reading for the ‘Exceptionally Ambitious’

In his new book, "The Stoic Capitalist," financier and philanthropist Robert Rosenkranz shares advice for advisors and much more.
College Planning

An Opportunity to Join the College Planning Market

This business and mission could be a good fit for an advisor looking to extend their reach and serve more clients.
Insurance

As Insurers Issue Denials, Some Patients Run Out of Options

New federal rules won’t prevent insurers from denying payment for recommended treatment, and they apply only to some types of insurance.
Estate Planning

Jeffrey Epstein Invested With Peter Thiel, and His Estate Is Reaping Millions

A lawyer for some of Epstein's victims says prosecutor made a mistake by failing to take a key action.
Technology

Coming Soon: AI Will Change Our Workflows Big Time

Advisors have begun to embrace AI but this is only a prelude to the much bigger transformation that lies ahead.
College Planning

Trump Administration Upends Student-Loan Repayments

Complaints about income-driven repayment plans have mounted since Feb. 1. Many who want to repay loans have been left in limbo.
Money

Ballooning National Debt May Kill Private Investment: Apollo

“This is not healthy,” says Apollo's chief economist. “Half of credit issued in the economy should not be going to the government.”
Money

$35B RIA Aims to Help Advisors Grow Business, Save Time

Shifting to a no-transaction fee structure and offering a more streamlined portfolio management are all part of its new strategy.

Latest News

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N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

Survey Highlights Historic Opportunity to Empower More Women to Invest

A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.

Two Alabama Residents Fleeced in Crypto “Pig Butchering” Scams

The nature of crypto scams makes it harder to recover funds taken by fraud, securities commissioner warns.

Case Highlights the Dangers of Power of Attorney Fraud

An Alabama man got POA over his mother and went on a gambling spree with her savings.

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